PMS · Multi Asset · Multi Asset
MOAT - Uppercrust Growth Fund
Fund size₹72 Cr
IRRSince inception16.58%
3Y return19.02%
Fund age4 yrs 5 mo
Fund Manager
Growth of₹Cr
MOAT Uppercrust Growth
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
MOAT Uppercrust Growth5.51%15.87%3.39%19.02%—16.58%
Nifty 500−1.02%7.54%5.00%11.26%—10.14%
Excess over benchmark6.53%8.33%−1.61%7.76%—6.44%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
18.07%
A standard deviation reflecting historical swings.
Risk-reward
0.77
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −22.14% from its 11 Jul 2024 peak to a 28 Feb 2025 trough, and recovered on 26 Dec 2025 after 301 days.
Max drawdowns
−22.14%
Recovery period
301 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme11 Jul 202428 Feb 2025−22.14%232 days26 Dec 2025301 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak11 Jul 2024
Trough28 Feb 2025
Depth−22.14%
Fell over232 days
Recovered26 Dec 2025
Recovery took301 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.75% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.